🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.
The Best One Yet1 Mai 2025

🚘 “I own a Waymo” — Toyota’s self-driving deal. Domino’s pizza paradox. The Year-Round Horror Economy.

Pizza explains the Trade War… Delivery pizza is tariff-proof, but frozen pizza is recession-proof.

Waymo just partnered with Toyota for personal self-driving cars… It’s the new robo-chauffeur.

Today is half-way to Halloween… but “horror” has become a year-round industry.

Plus, instead of “can 100 men beat 1 gorilla,” we’re asking “can 100 men out-earn 1 gorilla?”


$DPZ $YUM $GOOG


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… the Starbucks Frappuccino 🥤


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.



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Episoder(1629)

“GameStop isn’t Blockbuster” — GameStop’s 100% week. Poshmark’s IPO outfit. Computer chips’ wild moment.

“GameStop isn’t Blockbuster” — GameStop’s 100% week. Poshmark’s IPO outfit. Computer chips’ wild moment.

Poshmark pulled off the double-double IPO, but we don’t think it’s really an ecommerce company. GameStop’s stock (say 5 times fast) surged 100% in the last week, so we’re looking at why it’s no longer...

15 Jan 202118min

“The power is in the plumbing” — Visa cancels Plaid. GM Teslafies itself. KB Homes’ backlog secret.

“The power is in the plumbing” — Visa cancels Plaid. GM Teslafies itself. KB Homes’ backlog secret.

General Motors just did its best impression of Tesla (and it was good enough to pop the stock to an all-time high). We noticed 3 lines in KB Homes’ earnings report that tell us everything about the re...

14 Jan 202118min

“NFL + Nickelodeon + Slime'' — Zoom’s zWork. Viacom’s secret weapon. Walmart’s freaky fridge.

“NFL + Nickelodeon + Slime'' — Zoom’s zWork. Viacom’s secret weapon. Walmart’s freaky fridge.

CBS just introduced the NFL and Nickelodeon for the perfect marriage of convenience. After surging 600%, Zoom’s stock has lost almost half its value, so we’ve got an idea for them. And Walmart just wh...

13 Jan 202118min

“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.

“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.

We’re facing a milestone in the shift to ecommerce: Ecommerce companies don’t want your returns anymore (just keep the socks). After a quick death, Quibi will be reincarnated… as Roku. And Cardtronics...

12 Jan 202119min

“Lick or Treat & Dogs-giving” — BarkBox’s $1.6B SPAC. Budweiser’s spiked lemonade. Social Media’s automation.

“Lick or Treat & Dogs-giving” — BarkBox’s $1.6B SPAC. Budweiser’s spiked lemonade. Social Media’s automation.

BarkBox goes public with a $1.6B SPAC because your dog can, in fact, suffer from subscripturation. Budweiser just launched a spiked lemonade, but it reminds us of the same growth strategy as Apple’s i...

11 Jan 202117min

“FOMOcoin” — Bitcoin’s FOMO-mentum. Bath & Body Works’ zen profit. Roblox’s tween stock.

“FOMOcoin” — Bitcoin’s FOMO-mentum. Bath & Body Works’ zen profit. Roblox’s tween stock.

Bitcoin doesn’t usually give us a reason for doing what it’s doing, but we’re breaking down its surge to $40K (spoiler: FOMO). Victoria’s Secret needs to change its name to Bath & Body Works. And Robl...

8 Jan 202118min

“Can we interest ya in a timeshare?” — Wyndham’s $100M mag. Electric Cars’ milestone moment. Georgia’s stock impact.

“Can we interest ya in a timeshare?” — Wyndham’s $100M mag. Electric Cars’ milestone moment. Georgia’s stock impact.

We just saw 5 big updates from across the world that reveal 1 thing: Electric cars are having a global milestone moment. Wyndham Destinations dominates timeshares, so we’re curious why it’s dropping $...

7 Jan 202118min

“World Fried Chicken War II” — Shake Shack’s unveil. Twitter’s pod-cquisition. Alibaba’s disappearing CEO.

“World Fried Chicken War II” — Shake Shack’s unveil. Twitter’s pod-cquisition. Alibaba’s disappearing CEO.

Twitter just bought a podcast company — we think it could solve the #1 problem in podcasting. Shake Shack lost The Great Fried Chicken War of 2019, so it’s kicking off a new one for 2021. And Alibaba’...

6 Jan 202118min

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